CPC Advisors LLC Sells 306,567 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

CPC Advisors LLC lowered its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 90.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 30,875 shares of the company’s stock after selling 306,567 shares during the period. CPC Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,973,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Gilpin Wealth Management LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $34,000. High Note Wealth LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $41,000. Larson Financial Group LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $58,000. Godfrey Financial Associates Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth $60,000. Finally, Hantz Financial Services Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth $60,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO stock opened at $67.92 on Monday. The business’s fifty day simple moving average is $67.43 and its 200-day simple moving average is $66.60. The company has a market cap of $4.04 billion, a PE ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $61.77 and a 12-month high of $68.28.

JPMorgan Hedged Equity Laddered Overlay ETF Company Profile

The JPMorgan Hedged Equity Laddered Overlay ETF JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies HELO was launched on Sep 28, 2023 and is issued by JPMorgan Chase.